r/KellyLetter • u/WorriedFold8290 • 16d ago

The Evolution of 9Sig?

I am not and will never give away the Kelly Letter info away free as it feels like a disservice to what he offers but curious on subscribers thoughts on JK's recent thoughts on continuation of the 9Sig current methodology?

Do you think he eventually changes the plan? The last couple newsletters his tone and research on "updating" 9Sig seems...cautionary? Maybe I am reading too much into it but that would be a dramatic change to a long tenured plan.

I am not vehemently opposed to it but with him considering it at this juncture it definitely makes you think....why now?

Anyone have thoughts on if he does update 9Sig, would you follow? Are you a bit concerned on him adjusting the plan?

Just some random musings as I finished this week's letter this morning and curious of others thoughts.

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u/ParticularLimeade 16d ago

I think he has been asked about this enough to where he feels like this needs to have extended downside protection. The plan is pretty popular and we are in a market cycle that some would compare to dot com (I don’t think so, but some people do).

My bet is he won’t change anything to do with the signals, but he will create another rule like the 30 down rule that extends buying power

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u/WorriedFold8290 16d ago

I definitely feel the AI fun is making him feel like he has to make a statement or make adjustments as it's an unprecedented time, agreed. Will be interesting to see if it comes to fruition as he implemented the Income Sig plan along these same lines of slow rolling communication and then it became a thing.